We're here to make sure you get the right advice, from the right expert

Find more about who we are, what we do and why we do it

Our Story

We are the same people who brought you Online Mortgage Advisor. A few years ago, Online Mortgage Advisor was established to ensure that everybody who’s in the market to buy a property gets the right advice.

By completely changing the way we thought about how people apply for and get mortgages we developed a system that ensures speaking to the wrong advisor will never get in the way of an eligible customer’s path to the property ladder.

After helping over 100,000 customers get a mortgage, we decided to open Online Money Advisor so that everyone can get the right advice, whatever their situation or needs, across the financial spectrum. We have plenty of big plans for 2020, and our aim is to carry on breaking records and changing the lives of our customers.

Our Vision

We want everyone to get the right advice, whatever their situation or needs. We have helped over 100,000 customers for mortgages and we know that there are many more people who need help when it comes to specific advice and products across the financial spectrum, and we plan to help as many of them as possible!

Our Core Values

  • Generosity

    Giving of time, effort and resources

  • Trust & Ownership

    Leaving everyone better than we found them

  • Friendliness & Fun

    Bringing enjoyment to every interaction

  • Knowledge & Mastery

    Striving for excellence in everything we do

  • Empathy & Understanding

    Judging no one, helping everyone

  • Care & Honesty

    Treating everyone like family

Meet the Founders

Pete Mugleston, Managing Director

Pete cut his teeth right in the middle of the credit crunch and noticed that many people were struggling to get a mortgage. This led him to establish Online Mortgage Advisor, in order to fill a big gap in the mortgage market and help everyone get the right advice. Now, eight years later and with over 100,000 customers helped, Pete and the team launched Online Money Advisor with the same vision as always: to help as many customers as possible get the right advice, regardless of need or background.

Dave Bird, Creative Director

Dave is an expert in SEO, PR, and Content. Dave’s principles-based approach to marketing has been instrumental in helping Online Mortgage Advisor, Online Money Advisor and many other businesses position themselves where they need to be, in order to attract customers and deliver the best possible experience. When David met Pete, they found that their talents, although at opposite ends of the spectrum, complemented each other beautifully. The rest, as they say, is history.

Our process

We are selective about the advisors we pass you to for advice and only let advisors into our network that meet our standards of expertise for a given area and share our core values.
  • 1.


    Fill out an enquiry form or give us a call. Our knowledgeable and friendly support will assess your enquiry.

  • 2.


    We will determine who the best expert is for your situation, introducing you to an advisor that helps out people just like you on a regular basis.

  • 3.


    Whatever your circumstances - whether you want to transfer your pension, or need a will drawing up - your advisor will give you the help you need.

Our Expert Authors

Dave Pinnington, Finance Expert

With finance experience spanning over 20 years, Dave started his career at Yorkshire Building Society and Accord Mortgages before joining SPPL. He joined Finance 4 Business as Head of Intermediary Relations in early 2017, who have exciting plans for future growth, with a focus on delivering an unrivalled service to new and existing intermediary partners.

View Dave’s author profile

Richard Angliss, Financial Advisor

Richard is a highly qualified financial advisor and has been Managing Director of Home Buyer Systems (HBS) since 1994. Before this, he spent 14 years in IFA sales and marketing environments. Thanks to his broad career history, Richard has the knowledge and expertise to help customers get the right advice for a variety of financial products.

View Richard’s author profile

Tony Stevens, Financial Advisor

Tony is an experienced Financial Advisor and has worked in the industry for over 20 years, leaving college to join Nationwide. A self-confessed ‘money geek’, he’s since built one of the largest technical support firms in the UK with over 800 advisers, before selling it and joining SFL Wealth Management to lead the technical team.

View Tony’s author profile

Phil Whitehouse, Finance Expert

Phil’s early career was spent in retail banking, notably with Halifax where he held a number of management roles. In 2014, he set up and is Head of MCI Club that provides a range of mortgage support services, including panels primarily to Directly Authorised users of The Mortgage Keeper CRM system, part of DPR Consulting Group.

View Phil’s author profile

Frequently Asked Questions

Find answers to some of the most commonly asked questions about Online Money Advisor.

How does our advisor-matching service work?

We help customers find expert advice by introducing them to a financial advisor that is best positioned to cater for their needs and circumstances, whether that’s a specialist pensions advisor, an insurance broker, a solicitor, a financial advisor or anything else.

We handpick the experts that we work with and we’re selective about the ones we choose. We match customers with these advisors to ensure that they get the right advice every time, whatever their background.

Why are our services free?

We get paid by the people we introduce you to. And we work on a success-only based model.

In the unlikely scenario that you decide not to go with the advisor we’ve passed you to, or if they’re unable to help you get what you want, we don’t get paid.

This means we’re invested in always picking the right advisor and keeping the quality of our network as strong as possible.

For most services the advisor we introduce you to usually won’t charge a fee either. Occasionally a fee will be charged for some services as a matter of standard process (Will writing services, for example), but the advisor will always let you know about this up-front.

Is my data safe and secure?

We take data security very seriously and are very proactive about GDPR compliance. You can read more in our privacy policy.

What is the best way to contact you?

You choose! If your enquiry is urgent and within business hours we’d suggest you pick up the phone. Otherwise fill out a web form and we’ll put you in touch with an expert ASAP. The more information you can provide us up-front the better we can triage you to the right person faster.

Are all your financial experts regulated?

Where working within a regulated industry, all of the financial advisors we work with have the relevant qualifications.

Get in touch today

Give the service a try yourself